- Identify new opportunities and develop leads in financial institutions' compliance and risk management functions.
- Lead consultative meetings with senior executives at financial institutions and demonstrate product value.
- Develop and execute territory strategies to grow a pipeline of deals and organizational revenue.
- Manage qualified opportunities from sell-in through contracting and onboarding, coordinating with key stakeholders.
- Maintain accurate CRM records and ongoing forecasts using Salesforce.com, Gong, and similar tools.
- Set initiatives with a Business Development Representative to target existing and new financial institutions.
- Prepare sales proposals and determine which services to highlight based on client needs.
- Conduct meetings with VP and C-level executives and manage the complete sales cycle.
- Grow revenue in new and existing accounts by identifying opportunities and advancing them through contracting.
- Achieve or exceed target sales projections.
Salesforce